Pur Efi Wealth, LLC Portfolio Holdings

Pur Efi Wealth, LLC

  • $100 Billion
  • Q1 2025

Pur Efi Wealth, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $100 Billion distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Grp Fixed Incm ETF T with a value of $12B, Stryker Corp with a value of $8B, Microsoft Corp with a value of $3.56B, Apple Inc. with a value of $3.25B, and Amazon Com Inc with a value of $2.64B.

Examining the 13F form we can see an decrease of $2.25B in the current position value, from $102B to 100B.

Pur Efi Wealth, LLC is based out at Boston, MA

Below you can find more details about Pur Efi Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $100 Billion
ETFs: $27.9 Billion
Technology: $16.7 Billion
Healthcare: $14.5 Billion
Financial Services: $7.06 Billion
Industrials: $4.99 Billion
Consumer Defensive: $4.72 Billion
Consumer Cyclical: $4.38 Billion
Communication Services: $2.44 Billion
Other: $4.37 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.52 Billion 2.52% of portfolio
4,511
Q1 2025 Added 31.44%
$0
$2.25 Billion 2.25% of portfolio
4,011
Q1 2025 Added 6.93%
$0
$1.4 Billion 1.4% of portfolio
11,109
Q1 2025 Reduced 26.01%
$0
$1.1 Billion 1.1% of portfolio
5,513
Q1 2025 Added 88.03%
$0
$982 Million 0.98% of portfolio
20,148
Q1 2025 Added 11.05%
$0
$818 Million 0.82% of portfolio
4,785
Q1 2025 Added 28.73%
$0
$788 Million 0.79% of portfolio
2,181
Q1 2025 Added 120.3%
$0
$728 Million 0.73% of portfolio
4,515
Q4 2024 New
$0
$728 Million 0.73% of portfolio
16,095
Q1 2025 Reduced 2.71%
$0
$722 Million 0.72% of portfolio
18,055
Q1 2025 Added 44.3%
$0
$702 Million 0.7% of portfolio
3,400
Q1 2025 Reduced 30.13%
$0
$687 Million 0.69% of portfolio
13,783
Q1 2025 Added 6.94%
$0
$670 Million 0.67% of portfolio
15,950
Q1 2025 Added 27.86%
$0
$610 Million 0.61% of portfolio
3,540
Q4 2024 New
$0
$577 Million 0.58% of portfolio
10,695
Q1 2025 Added 31.4%
$0
$578 Million 0.58% of portfolio
9,047
Q1 2025 Added 11.91%
$0
$553 Million 0.55% of portfolio
9,379
Q1 2025 Reduced 4.25%
$0
$533 Million 0.53% of portfolio
1,637
Q4 2024 New
$0
$513 Million 0.51% of portfolio
5,188
Q1 2025 New
$0
$509 Million 0.51% of portfolio
2,705
Q1 2025 Added 46.53%
$0
$492 Million 0.49% of portfolio
1,914
Q1 2025 Reduced 1.95%
$0
$446 Million 0.45% of portfolio
821
Q1 2025 Added 1.36%
$0
$444 Million 0.44% of portfolio
2,835
Q1 2025 New
$0
$445 Million 0.44% of portfolio
4,790
Q1 2025 Added 9.21%
$0
$418 Million 0.42% of portfolio
4,183
Q1 2025 Reduced 27.26%
$0
$424 Million 0.42% of portfolio
6,673
Q1 2025 New
$0
$404 Million 0.4% of portfolio
4,324
Q1 2025 Added 33.25%
$0
$391 Million 0.39% of portfolio
5,610
Q1 2025 Added 10.89%
$0
$383 Million 0.38% of portfolio
5,599
Q4 2024 New
$0
$375 Million 0.37% of portfolio
2,668
Q1 2025 Added 8.94%
$0
$369 Million 0.37% of portfolio
5,395
Q4 2024 New
$0
$369 Million 0.37% of portfolio
8,015
Q1 2025 Reduced 22.17%
$0
$354 Million 0.35% of portfolio
6,425
Q1 2025 Reduced 30.07%
$0
$351 Million 0.35% of portfolio
5,034
Q1 2025 Added 0.08%
$0
$340 Million 0.34% of portfolio
6,697
Q1 2025 Added 0.84%
$0
$315 Million 0.32% of portfolio
4,000
Q1 2025 Added 14.29%
$0
$314 Million 0.31% of portfolio
5,891
Q1 2025 Added 27.9%
$0
$296 Million 0.3% of portfolio
3,910
Q1 2025 Added 0.03%
$0
$275 Million 0.28% of portfolio
586
Q1 2025 Added 34.71%
$0
$261 Million 0.26% of portfolio
1,175
Q4 2024 New
$0
$262 Million 0.26% of portfolio
1,039
Q1 2025 Reduced 5.29%
$0
$263 Million 0.26% of portfolio
1,381
Q1 2025 Added 29.43%
$0
$250 Million 0.25% of portfolio
10,570
Q4 2024 New
$0
$238 Million 0.24% of portfolio
4,233
Q4 2024 New
$0
$244 Million 0.24% of portfolio
4,881
Q1 2025 New
$0
$244 Million 0.24% of portfolio
7,941
Q4 2024 New
$53.4B
$226 Million 0.23% of portfolio
3,831
Q1 2025 New
$0
$209 Million 0.21% of portfolio
407
Q1 2025 New
$0
$201 Million 0.2% of portfolio
1,016
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $100 Billion
  • Prior Value $102 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 29 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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